Facing more and more regulations, independent wealth managers need to find ways of dealing with these challenges. State-of-the-art technology helps to meet all the compliance requirements and to concentrate on the actual business at the same time.

But all these solutions require data - data from custodian banks and from market data providers - and Etops is here to help with AI-based technology and proven services.

Etops aggregates data from all your custodians and archives and grants direct access to the original booking vouchers and banking statements, even allowing intra-day updates. Advanced technology guarantees fast and flawless integration with additional custodians and any kind of portfolio management solution.

Operations and data management is provided by experienced mid and back-office teams. Technology and services complement each other which is characteristic of all Etops offerings.

Modern data-driven approaches support various areas of your daily business e.g. compliance and controlling, CRM and KYC, on-boarding processes and client information. Artificial intelligence combined with the analysis of unstructured data assists you both in complying with new regulations and in identifying potential new clients.

Doing MORE with LESS. So, yes that is a marketing slogan. On the other hand, it describes perfectly what Etops is doing. We are taming complexity to make the life of a wealth manager smarter by allowing him/her to focus on the core business. We are doing this by providing data based on our customers' needs, for example by using a smart AI approach to make business decisions as good as they can be. Etops provides a wide range of reports, from highly sophisticated printed reports to innovative and interactive browser-based dashboards.